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Jacob Weinstein is a senior vice president in the Asset Allocation Research team (AART) at Fidelity Investments. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals. AART resides within Fidelity’s Asset Management Solutions division, an investment organization that provides industry-leading multi-asset solutions and liquid alternatives investment capabilities to the retail and institutional marketplace.
In this role, Mr. Weinstein is a member of the Asset Allocation Research Team, which conducts fundamental and quantitative research to develop asset allocation recommendations for Fidelity’s portfolio managers and investment teams. AART generates insights on macroeconomic, policy, and financial market trends and their implications for strategic and active asset allocation.
Ashley Kennefick is a senior vice president and West Coast Division manager at Fidelity Investments. In this role, Ms. Kennefick is responsible for the oversight of FI’s West Coast field sales professionals who are responsible for delivering Fidelity’s thought leadership, investment strategies, capital markets insights, and practice management content to varying financial institutions and registered investment advisors. This team is responsible for the sale of Fidelity’s mutual funds, ETFs, SMAs, and model portfolios and is deeply engaged in providing support for portfolio construction and strategies to assist advisors in growing their business.
Ted Pyne is a Principal at AQR Capital Management, where he works with Family Office and Principal channels within the US Wealth team. Prior to joining AQR, he was a member of the Executive Committee and held a variety of senior positions at S.A.C. Capital Advisors and its successor, Point72 Advisors. He began his career as a consultant at Bain & Company. Ted earned an A.B. in astronomy and astrophysics, graduating summa cum laude and a Ph.D. in astronomy, both from Harvard University, as well as an M.B.A. from the University of Chicago.
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